Practice Management

Practice Management focuses on how to successfully and profitably run an advisory practice, including topics like client services, financial reporting, capital investments, hiring and managing people and integrating vendor partners, as well as the nuts and bolts of the business, like insurance and risk management.

 

 

Practice Management

Practice Management

By NTSA Net Staff12/22/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a person who contributes to a 403(b) and 457(b) and is over age 70½ can contribute to a Roth IRA. READ MORE

By NTSA Net Staff12/21/2015 • 0 Comments

A new study about RIA firms looks at a variety of factors, including internal succession, who holds equity and when owners plan to exit the business. READ MORE

By NTSA Net Staff12/17/2015 • 0 Comments

It’s the time of year when Santa — and those who work with 403(b) plans — are making their end-of-year lists — and checking them twice. To that end, the lawyers at Snell & Wilmer have prepared a end-of-year “to do” list for 403(b) plans.
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By NTSA Net Staff12/17/2015 • 0 Comments

Among the strongest trends of the outgoing year: growth in employee engagement in their financial wellness, use of annuities and offerings of QLACs, say two recently released studies, and next year may bring more of the same. READ MORE

By NTSA Net Staff12/15/2015 • 0 Comments

MarketBeat offers ways to pursue effective opportunity to participate in a 403(b) plan — and in the process take stock of how well the plan is adhering to universal availability and avoid not only errors but also the possibility of an audit. READ MORE

By NTSA Net Staff12/14/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a legal separation from a spouse qualify one for a qualified domestic relations order, or if only a divorce can lead to a QDRO. READ MORE

By NTSA Net Staff12/14/2015 • 0 Comments

The IRS on Dec. 14 issued the 2015 Cumulative List of Changes in Plan Qualification Requirements; it is to be used by plan sponsors and practitioners submitting determination letter applications for plans during the period beginning Feb. 1, 2016 and ending Jan. 31, 2017. READ MORE

By NTSA Net Staff12/10/2015 • 0 Comments

The IRS has updated the frequently asked questions about the Form 5500 series — and did so in a manner that makes them useful for 2015 reporting. READ MORE

By NTSA Net Staff12/8/2015 • 0 Comments

In MarketBeat, Michael Webb discusses the similarities and differences between the two “flavors” of 457(b) plans — governmental and private sector.
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By NTSA Net Staff12/8/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a public school district can exclude employees who work 30 or less hours per week from participation in their 457(b) plan, or if it is forbidden to do so as it would be if the plan was a 403(b).
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By NTSA Net Staff12/4/2015 • 0 Comments

Milliman’s annual Public Pension Funding Study says that he overall funded ratio for public pension plans improved in 2014, but also includes some caveats that indicate that in both the short and long run, the picture may not be entirely rosy. READ MORE

By NTSA Net Staff12/3/2015 • 0 Comments

The Department of Labor (DOL), IRS and Pension Benefit Guaranty Corporation (PBGC) on Dec. 3 released advance copies of the Form 5500 Series to be used for 2015 reporting. READ MORE

By NTSA Net Staff12/1/2015 • 0 Comments

Legislation that would amend the rules for church plans and 403(b)s in a variety of ways is now before both chambers of Congress. READ MORE

By NTSA Net Staff11/25/2015 • 0 Comments

The good news is that the Securities and Exchange Commission (SEC) has established a date for issuance of a notice of proposed rulemaking (NPRM) for the Personalized Investment Advice Standard of Conduct. READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

In “Is Your Benefits Communication Reaching Your Millennial Employees?” Kellie Riccelli offers ideas on presenting and phrasing information in a way that could be helpful in boosting Millennals' participation in retirement plans. READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

A new study finds that most workers strongly disagree with the statement, “My employer is responsible for providing for my retirement.” READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

Underestimating how much one will need to be financially prepared for retirement is rife, and that can have serious consequences, says a recent study. READ MORE

By NTSA Net Staff11/17/2015 • 0 Comments

In MarketBeat, Robert Toth argues that when a 403(b) plan purchases collective trust interests there can be trouble in the details and identifies two issues that must be addressed. READ MORE

By NTSA Net Staff11/17/2015 • 0 Comments

In Tech Talk, Ellie Lowder makes an offer regarding info an employer that does not provide or even allow education of staff on financial matters can be provided on why that is important. READ MORE

By NTSA Net Staff11/9/2015 • 0 Comments

In Tech Talk, Ellie Lowder tell us whether, in calculating the 403(b) 15 year catch-up contribution opportunity, one includes all previous 403(b) and 457(b) contributions or just the previous 403(b) contribution. READ MORE

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